Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-19,556
Closed -$59.1K 3325
2025
Q1
$59.1K Buy
19,556
+8,374
+75% +$25.3K ﹤0.01% 1970
2024
Q4
$40.5K Sell
11,182
-6,080
-35% -$22K ﹤0.01% 1924
2024
Q3
$30.4K Buy
+17,262
New +$30.4K ﹤0.01% 1771
2024
Q2
Sell
-83,328
Closed -$162K 2562
2024
Q1
$162K Buy
83,328
+14,760
+22% +$28.8K 0.02% 1237
2023
Q4
$96.7K Sell
68,568
-5,326
-7% -$7.51K 0.02% 1130
2023
Q3
$117K Sell
73,894
-96,531
-57% -$153K 0.02% 1166
2023
Q2
$368K Buy
+170,425
New +$368K 0.07% 568
2021
Q3
Sell
-12,265
Closed -$60K 1114
2021
Q2
$60K Buy
+12,265
New +$60K 0.02% 716